Smith Salley Wealth Management Buys 1,519 Shares of Eli Lilly and Company $LLY

Key Points

• Smith Salley Wealth Management increased its stake in Eli Lilly by 7.8% in the fourth quarter, buying 1,519 shares to hold 20,974 shares worth $22,541,000, about 1.1% of its portfolio and its 26th-largest holding.
• Institutional ownership stands at 82.53%, and analysts maintain a consensus "Moderate Buy" with a $1,225.33 target after several upgrades and price-target increases from firms like Freedom Capital, Deutsche Bank and Wells Fargo.
• Eli Lilly beat quarterly expectations (EPS $7.54 vs. $7.48; revenue $19.29B vs. $17.85B), set FY2026 guidance of 33.50–35.00 EPS, and trades at a PE of 40 with a market cap of roughly $867.3 billion.

Smith Salley Wealth Management boosted its stake in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 7.8% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 20,974 shares of the company's stock after buying an additional 1,519 shares during the quarter. Eli Lilly and Company makes up approximately 1.1% of Smith Salley Wealth Management's portfolio, making the stock its 26th largest holding. Smith Salley Wealth Management's holdings in Eli Lilly and Company were worth $22,541,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the stock. 10Elms LLP grew its position in Eli Lilly and Company by 33.3% during the third quarter. 10Elms LLP now owns 40 shares of the company's stock valued at $31,000 after buying an additional 10 shares during the period. M.E. Allison & CO. Inc. grew its position in Eli Lilly and Company by 0.7% during the fourth quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company's stock valued at $1,587,000 after buying an additional 10 shares during the period. Tanager Wealth Management LLP grew its position in Eli Lilly and Company by 2.6% during the fourth quarter. Tanager Wealth Management LLP now owns 395 shares of the company's stock valued at $424,000 after buying an additional 10 shares during the period. Bridgewater Advisors Inc. grew its position in Eli Lilly and Company by 0.3% during the third quarter. Bridgewater Advisors Inc. now owns 3,955 shares of the company's stock valued at $3,018,000 after buying an additional 11 shares during the period. Finally, Manske Wealth Management grew its position in Eli Lilly and Company by 2.5% during the third quarter. Manske Wealth Management now owns 448 shares of the company's stock valued at $342,000 after buying an additional 11 shares during the period. Institutional investors own 82.53% of the company's stock.

Analyst Ratings Changes

Several research firms recently weighed in on LLY. Freedom Capital upgraded shares of Eli Lilly and Company from a "hold" rating to a "strong-buy" rating in a research report on Tuesday, February 10th. Deutsche Bank Aktiengesellschaft restated a "buy" rating and set a $1,285.00 price target on shares of Eli Lilly and Company in a research report on Friday, March 6th. Weiss Ratings restated a "buy (b)" rating on shares of Eli Lilly and Company in a research report on Friday, March 27th. Rothschild & Co Redburn increased their target price on shares of Eli Lilly and Company from $875.00 to $880.00 and gave the stock a "neutral" rating in a research report on Friday, April 10th. Finally, Wells Fargo & Company increased their target price on shares of Eli Lilly and Company from $1,200.00 to $1,280.00 and gave the stock an "overweight" rating in a research report on Thursday, February 5th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-three have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $1,225.33.

Eli Lilly and Company Price Performance

Shares of NYSE:LLY opened at $917.94 on Friday. The company has a quick ratio of 1.19, a current ratio of 1.58 and a debt-to-equity ratio of 1.54. The firm has a market capitalization of $867.29 billion, a PE ratio of 40.00, a P/E/G ratio of 1.09 and a beta of 0.51. Eli Lilly and Company has a twelve month low of $623.78 and a twelve month high of $1,133.95. The company has a 50-day moving average price of $961.94 and a two-hundred day moving average price of $983.63.

Eli Lilly and Company (NYSE:LLY - Get Free Report) last issued its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, topping analysts' consensus estimates of $7.48 by $0.06. The firm had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. Eli Lilly and Company had a net margin of 31.66% and a return on equity of 102.94%. The company's quarterly revenue was up 42.6% on a year-over-year basis. During the same quarter last year, the business earned $5.32 earnings per share. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. Equities analysts forecast that Eli Lilly and Company will post 33.95 EPS for the current year.

Trending Headlines about Eli Lilly and Company

Here are the key news stories impacting Eli Lilly and Company this week:

• Positive Sentiment: Expanded Hims & Hers partnership broadens distribution of Lilly's GLP‑1 weight‑loss drugs via Hims' platform—boosts patient access and recurring script volume potential. Eli Lilly (LLY) Expands Partnership with Hims & Hers
• Positive Sentiment: Hims will allow providers to prescribe scripts filled by LillyDirect, extending Lilly’s direct‑to‑consumer reach and potentially increasing channel efficiency for GLP‑1s. Hims Yields Ground in GLP-1 Market. Why Its CEO Is Calling It the Netflix of Pharma.
• Positive Sentiment: Phase 1 renal study of LY3537982 has completed, lowering early‑stage clinical risk for this asset and de‑risking part of Lilly’s pipeline. Eli Lilly’s LY3537982 Renal Study Reaches Completion, Reducing Early‑Stage Risk for LLY Investors
• Positive Sentiment: Analysts and strategists continue to back Lilly: Guggenheim raised its price target and maintained a buy stance, and Bernstein reiterated strong conviction ahead of Q1—supportive for sentiment and flows. Guggenheim Adjusts Price Target on Eli Lilly
• Positive Sentiment: Company is diversifying beyond GLP‑1s with the Kelonia acquisition and oncology focus (e.g., Verzenio and new launches), which underpins revenue diversification narratives. Eli Lilly Is More Than GLP-1 Drugs. The Stock Looks Attractive.
• Neutral Sentiment: Valuation pieces argue Lilly may still be attractively priced on long‑term metrics despite a high share price—useful for longer‑term investors but less relevant to near‑term moves. Is Eli Lilly Stock Actually ... Cheap? The Surprising Math Behind Its 2026 Valuation.
• Negative Sentiment: Analyst caution about the upcoming quarter: at least one wire notes Lilly lacks the ideal setup for an earnings beat next week, which raises short‑term risk to the stock if results or EPS guidance disappoint. Eli Lilly (LLY) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
• Negative Sentiment: Recent intraday weakness and a recent session where LLY underperformed the market highlight short‑term volatility risk amid mixed headlines. Eli Lilly (LLY) Declines More Than Market: Some Information for Investors

Eli Lilly and Company Profile

Eli Lilly and Company NYSE: LLY is a global pharmaceutical company founded in 1876 and headquartered in Indianapolis, Indiana. The company researches, develops, manufactures and commercializes a broad range of medicines and therapies for patients worldwide. Eli Lilly maintains operations and commercial presence across North America, Europe, Asia and other regions, serving both developed and emerging markets. The company has been led in recent years by President and Chief Executive Officer David A.

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